Getting Started
-
- Set up and populate your SaaS stack
- Integrate your ERP & Accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) integrations
- Set Renewal Dates & Reminders
- Assign and modify Tool Owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your Fingertip
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
-
- Google Workspace SSO Integration for Tool Discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary Tab for storing your subscription details
- Use Discovered Page to detect active subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- Maximizing the benefits of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
-
- Get Expert Procurement Support for New Purchases and Renewals
- Create and Manage Procurement Support using Sastrify - Jira Integration
- Scope of Service: Custom Benchmarking & Contract Review
- Scope of Service: Negotiation & Renewal Support
- Scope of Service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
-
- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with the Spend feature
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
-
- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
-
- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- Walk-through of the subscription detail page
Roll out Sastrify across your organization Print
Modified on: Mon, 22 Apr, 2024 at 12:05 PM
Applicable to the following Sastrify plans:
Legacy* | Essentials | Pro | Platinum |
---|---|---|---|
✔ | ✔ | ✔ | ✔ |
* Legacy includes all plans signed before February 29, 2024.
Adopting a new software, system or process can feel overwhelming and a complex process. Sastrify, however, is designed to simplify SaaS management, making it not only easy and efficient but also an enjoyable experience. While it undoubtedly saves time and money both in the short and long runs, achieving successful adoption of Sastrify within a company requires more than just its inherent capabilities.
IN THIS ARTICLE
- Why is this important?
- Practical steps and recommendations to roll out Sastrify
- Ready-to-use Introduction Email Template
- Slack Message Template
- Download Our Company Rollout Kit
Why is this important?
Establishing an internal understanding and garnering buy-in from key stakeholders and from a wider group of people within the company are pivotal steps in this journey.
If you’re a tool owner or admin using Sastrify to manage your SaaS or, if you’re the person who brought Sastrify into your organization, bridging the gap of awareness among your peers and team members is crucial.
- You will want to make sure your peers and team know about Sastrify and start using it to achieve the goals you have set out for them.
- You will also want them to understand the value Sastrify can bring to them on a daily basis.
- This proactive approach aligns with the broader objective of ensuring not only the successful adoption of Sastrify but also its integration into the daily workflows of your colleagues.
Bringing your peers, team, and fellow tool owners within the organization on board will breathe life into these benefits, amplifying the software's potential impact on productivity and cost-effectiveness:
- Better control over SaaS renewals
- Improved organization and collaboration amongst your team
- Less time spend on manual SaaS management tasks
- More time to be strategic and proactive with your initiatives
- More time and money saved
Practical steps and recommendations to roll out Sastrify
- Informing Stakeholders via Internal Communication Channels:
Use your internal communication channels like email or Slack to inform colleagues and tool owners about Sastrify. Clearly communicate who Sastrify is along with its significance and the reasons behind its initiation to ensure widespread understanding.
Below, we've provided an introduction email template for your convenience.
- Creating Internal Documentation and Resources:
Many successful customers create an internal wiki or dedicated article using knowledge software like Notion or Confluence as a centralized resource on Sastrify. You can do the same, incorporating helpful resources listed in the Sastrify’s Knowledge Base. - Sharing Tangible Success Stories:
Share tangible success stories to inspire your team. Over the years, we've witnessed how sharing successes serves as a powerful catalyst for inspiring new tool owners and colleagues.
It creates a ripple effect, encouraging others within the same companies to join the momentum and experience the transformative benefits firsthand. - Inviting Stakeholders to Sastrify Platform:
Navigate to the Settings > User & Authentication section to invite all relevant stakeholders to your Sastrify platform, including tool owners, procurement, finance, IT, and legal personnel—anyone involved in your SaaS procurement process. There's no limit to the number of people you can register, and you can customize user roles to suit different needs. - Assigning Tool Owners Within Sastrify:
Once tool owners are registered, assign them to their respective tools within Sastrify.
Ready-to-use Introduction Email Template
Copy and paste the following e-mail template to use for internal communications
Subject:
Introducing Sastrify, our new platform to buy and manage SaaS
Email Template:
Dear [Team Member],
We're excited to announce our partnership with Sastrify – a one-stop shop tool our company is now using to handle the entire life cycle of all of our SaaS subscriptions
What is Sastrify?
Sastrify is a procurement platform for centralizing and managing our SaaS subscriptions. It serves as a central hub where we consolidate our active tools, spends, renewal dates, and documents into one convenient repository. With robust features aimed at streamlining procurement processes and optimizing our SaaS and cloud utilization, Sastrify is here to ensure that we are in the best position to stay in control of our stack and to secure the best deals.
Learn more about Sastrify here.
How Sastrify Benefits Us:
Gain clear visibility into our company’s SaaS landscape, enhancing collaboration across teams.
Mitigate risks associated with unexpected renewals, over-licensing, and shadow IT.
Structure and streamline procurement workflows with customizable processes.
Access top insights and pricing benchmarks to empower informed decision-making.
Next Steps:
- Activate Your Sastrify Account:
Keep an eye out for your Sastrify invitation email, which should arrive shortly or within the next few days. Once received, activate your account to gain access to the platform. - Explore the Platform:
After activating your account, take the opportunity to navigate through Sastrify and familiarize yourself with its features and functionalities. - Watch the 3-Minute Video on "What Sastrify can do for Tool Owners":
Discover how Sastrify empowers you as a tool owner. This short 3-minute video provides valuable insights into the benefits of Sastrify specifically for tool owners.
Getting Started Resources:
Slack Message Template
Copy and paste the following e-mail template to use for internal communications
Template:
? Exciting Announcement! ?
Hey [Team Member]!
We're thrilled to share that we've partnered with Sastrify, a one-stop shop tool our company is now using to handle the entire life cycle of all of our SaaS subscriptions.
? What is Sastrify?
Sastrify is a procurement platform for centralizing and managing our SaaS subscriptions. It serves as a central hub where we consolidate our active tools, spends, renewal dates, and documents into one convenient repository. With robust features aimed at streamlining procurement processes and optimizing our SaaS and cloud utilization, Sastrify is here to ensure that we are in the best position to stay in control of our stack and to secure the best deals.
? Learn more about Sastrify here.
? How Sastrify Benefits Us:
- Gain clear visibility into our SaaS landscape, fostering better collaboration.
- Mitigate risks like unexpected renewals, over-licensing, and shadow IT.
- Streamline procurement workflows with customizable processes.
- Access top insights and pricing benchmarks for informed decision-making.
? Next Steps:
- Activate Your Sastrify Account: Watch for your invitation email and activate your account to dive into the platform.
- Explore the Platform: Familiarize yourself with Sastrify's features post-activation.
- Watch the 3-Minute Video: Check out how Sastrify empowers tool owners in this quick video.
? Getting Started Resources:
Download Our Company Rollout Kit
To support your company's rollout strategy, we offer the following easily accessible resources, available for download from this article (found at the bottom of this page):
3-Min video on "What Sastrify can do for Tool Owners"
The following short video outlines the main benefits of using Sastrify as a tool owner and what you can do to achieve them. You can share this video internally or embed it in your internal knowledge hub or wiki.
Presentation deck on "Rolling Out Sastrify"
This customizable deck is designed for internal presentations, allowing you to effectively introduce and share Sastrify within your organization.
Did you find it helpful? Yes No
Send feedback